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01
Scoreboard for Individual Taxpayers

TCJA brought sweeping tax legislation to the United States for the first time since 1986. While most Americans paid less in taxes, the TCJA introduced an array of new rules that had unpredictable and contradictory effects. October 15th marks the extended tax return due date that will close the inaugural tax season. What did we learn? Who wins?

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29
Beat the Short-Term Market Jitters

When the financial markets are in turmoil and account balances start to fall, there is a strong temptation to ask your financial advisor to “do something” to stem any perceived losses. Yet it is often the case that staying the course—or doing nothing—proves to be the better path. 

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21
Lessons in International Small Cap

As investors, there are two ways we can reap the benefits of a rapidly developing world economy: we can simply diversify across international stocks, and, if the premium for investing in small company stocks holds overseas, we should include an allocation to international small cap stocks. 

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20
Top 5 Things to Do Before Sending Your Kid off to College

While picking out bedding and a mini-fridge for your college student is important, there are a few more things to do that you may have not considered.

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20
Opportunities for Women in STEM

With a continued need for STEM education to support an expanding STEM job market, it’s an important opportunity for women to close both the education and employment gaps that still exist within the workforce as a whole, and the STEM field. 

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14
Market Indexes and How They Affect You

investors should be to always view the point movements of an index within a percentage context and to account for how an index is constructed. Different indices measure different sets of stocks, and even those with some of the same components can be impacted very differently. 

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14
Mid-Year 2019 Progress Report

Financial markets have provided solid returns for investors year-to-date as of 6/30/19. As always, we do not attempt to predict short-term returns given the high level of uncertainty. The mid-year returns may or may not be illustrative of the annual outcome, especially in more volatile markets such as stocks. However, if markets ended the year with similar year-to-date returns, it would be a pleasing outcome. 

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25
It’s All About Time in the Market, Not Timing the Market

The difficulties of market timing have been well documented in financial literature. In addition to the challenge of deciding when to get into and out of the market, market timers must overcome the burden of higher costs due to more frequent trading as well as the tax implications of this trading.

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04
IPO FOMO

"I have a fear of missing out (FOMO)! How should I invest in IPOs so I don’t miss out on the next big thing?"

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04
Strategically Looking Ahead

Is it possible to estimate forward-looking returns over short and long time horizons? 

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